Financial Adviser
· WEST LEEDERVILLE, WA
Dana Gibbs
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251156
About Dana Gibbs
Dana Gibbs is a financial adviser based in West Leederville, Western Australia, with 9 years of experience in the financial services industry since 2017. Dana is currently authorised under Bruining Partners. Dana holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dana's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Dana is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
AAMC Training Group
2016
Managed Investment Adviser (Personal Advice)
Mentor Education
2016
Superannuation Adviser (Personal Advice)
Mentor Education
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
Advice on superannuation excludes self managed superannuation funds
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register